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RFEBX vs VTSAX
RFEBX vs VTSAX Comparison
Open Charts RFEBX vs VTSAX
American Funds Fundamental Invs R2E
Price$78.83
Change-$1.68 (-2.09%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Adm
Price$129.65
Change-$2.25 (-1.71%)
VolumeN/A
CapitalizationN/A
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RFEBX vs VTSAX Comparison Chart
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RFEBX vs. VTSAX commentary
Sep 08, 2024
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is RFEBX is a Buy and VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.72T vs. RFEBX (132B). VTSAX pays higher dividends than RFEBX: VTSAX (1.35) vs RFEBX (0.62). RFEBX was incepted earlier than VTSAX: RFEBX (10 years) vs VTSAX (24 years). RFEBX is a more actively managed with annual turnover of: 28.00 vs. VTSAX (2.00). RFEBX has a lower initial minimum investment than VTSAX: RFEBX (250) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 22.24 vs. RFEBX (19.38). VTSAX return over 5 years is better than : 79.35 vs. RFEBX (38.49).
| RFEBX | VTSAX | RFEBX / VTSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 24 years | - |
| Gain YTD | 13.636 | 14.262 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 132B | 1.72T | 8% |
| Annual Yield % from dividends | 0.62 | 1.35 | 46% |
| Returns for 1 year | 19.38 | 22.24 | 87% |
| Returns for 3 years | 3.24 | 15.98 | 20% |
| Returns for 5 years | 38.49 | 79.35 | 49% |
| Returns for 10 years | 50.58 | 173.57 | 29% |
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